Oak Barrel Wealth Advisory’s iShares US Financials ETF IYF Stock Holding History

Oak Barrel Wealth Advisory’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$784K	Buy	+6,149	New	+$763K	0.35%	40
2025 Q4	$788K	Buy	+6,113	New	+$765K	0.47%	41

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Oak Barrel Wealth Advisory's IYF Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in iShares US Financials ETF (IYF) in Q2 2026: 6,149 shares worth $784K. The stake represents 0.35% of the portfolio and ranks #40 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in IYF as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in IYF in Q4 2025 and has held it in 2 quarters since. The position peaked at $788K in Q4 2025. 459 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Oak Barrel Wealth Advisory held 6,149 shares of iShares US Financials ETF worth $784K as of Q2 2026.
iShares US Financials ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
iShares US Financials ETF made up 0.35% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #40 holding.
Oak Barrel Wealth Advisory first reported a position in iShares US Financials ETF in Q4 2025 and has held it in 2 quarters since.
Oak Barrel Wealth Advisory's iShares US Financials ETF position peaked at $788K in Q4 2025.
459 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.